DCM
Dimension Capital Management Portfolio holdings
AUM
$638M
1-Year Return
15.88%
This Quarter Return
+15.55%
1 Year Return
+15.88%
3 Year Return
+52.52%
5 Year Return
+93.93%
10 Year Return
–
AUM
$350M
AUM Growth
+$30.3M
(+9.5%)
Cap. Flow
-$14.3M
Cap. Flow
% of AUM
-4.07%
Top 10 Holdings %
Top 10 Hldgs %
74.6%
Holding
95
New
2
Increased
10
Reduced
31
Closed
15
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$7.96M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$527K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$281K |
| 4 |
Boeing
BA
|
$207K |
| 5 |
Surgery Partners
SGRY
|
$189K |
Top Sells
| 1 |
Uber
UBER
|
$2.93M |
| 2 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$2.06M |
| 3 |
Microsoft
MSFT
|
$1.84M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.44M |
| 5 |
Alibaba
BABA
|
$1.17M |
Sector Composition
| 1 | Financials | 30.55% |
| 2 | Technology | 3.12% |
| 3 | Consumer Discretionary | 2.85% |
| 4 | Communication Services | 1.82% |
| 5 | Healthcare | 1.69% |
